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The Senior Associate - Financial Exam will primarily perform financial examinations and regulatory consulting services for state insurance departments and industry. This position has significant opportunity for advancement as well as personal and professional growth.
Specific Duties and Responsibilities
Perform risk focused financial examinations to determine solvency and compliance to statutes on behalf of Risk and Regulatory Consulting clients.
Perform reviews of examination work papers and evaluate insurance companies operations.
Ensure the integrity of the regulatory system.
Assist with the preparation of reports, exhibits, and other supporting schedules that detail a company's solvency, condition and compliance with laws and regulations, and recommend solutions to questionable financial conditions.
Responsible for timely submission of draft reports for supervisory review.
Recommend/document actions to ensure compliance with laws and regulations, or to protect solvency of the company.
Bachelor's Degree in Accounting or Finance: MBA and/or professional certification/s preferred
Minimum 2-3+ years experience as an accountant, auditor or examiner with a state insurance department or a public accounting firm or as an accountant, internal or external auditor or examiner of insurance companies, banks, or State or Federal agencies. Insurance industry experience is a must.
CPA or CPA candidate, Certified Financial Examiner (CFE) or CFE Candidate and/or Certified Internal Auditor (CIA) or CIA Candidate a plus PC skills, including experience in using software for producing presentations, spreadsheets, and project planning (skilled in TeamMate, ACL/Access, and MS Excel, Word and Power Point)
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